13F Filings History of Prepared Retirement Institute LLC

Latest 13F report
Q4 2025 - 29 Jan 2026
Value $
$198,707,440
Signature - Title
Andrew Dziedzic - Chief Compliance Officer
Location
Lansdale, PA
Summary
This page shows a list of all the recent 13F filings made by Prepared Retirement Institute LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Prepared Retirement Institute LLC reported 80 stock holdings with total value $198,707,440 as of Q4 2025. Top holdings included VIG, SCHD, FELG, IHDG, and CMBS.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 80 $198,707,440 +$7,883,481 -$3,418,209 +$4,465,272 VIG, SCHD, FELG, IHDG, CMBS 13F-HR 28 Jan 2026, 18:28
Q3 2025 84 $191,846,962 +$24,161,611 -$11,114,304 +$13,047,307 VIG, SCHD, FELG, IHDG, CMBS 13F-HR 21 Oct 2025, 12:44
Q2 2025 86 $169,721,358 +$13,942,785 -$9,628,898 +$4,313,887 VIG, SCHD, SPYG, IHDG, FELG 13F-HR 17 Jul 2025, 14:29
Q1 2025 85 $156,652,227 +$13,016,361 -$29,014,832 -$15,998,471 VIG, SCHD, SPYG, IHDG, BND 13F-HR 01 May 2025, 18:39
Q4 2024 79 $175,168,570 +$25,239,769 -$2,081,582 +$23,158,187 VIG, SPYG, SCHD, IHDG, BND 13F-HR 13 Feb 2025, 12:31
Q3 2024 80 $165,206,343 +$10,271,193 -$3,485,844 +$6,785,349 VIG, SPYG, SCHD, IHDG, BND 13F-HR 13 Feb 2025, 12:27
Q2 2024 81 $150,855,237 +$18,156,840 -$1,732,176 +$16,424,664 VIG, SPYG, SCHD, IHDG, SPC 13F-HR 13 Feb 2025, 12:25
Q1 2024 70 $133,985,322 +$6,943,886 -$15,106,342 -$8,162,456 VIG, SCHD, SPYG, IHDG, SPC 13F-HR 13 Feb 2025, 12:23
Q4 2023 75 $133,491,836 $0 $0 $0 VIG, SCHD, SPYG, IHDG, SPC 13F-HR 13 Feb 2025, 12:21